etfile | Insurance Document Management

etfile is an insurance document management platform built natively for Salesforce. Rather than asking teams to adopt a separate system, etfile extends the Salesforce environment insurance teams already use, letting them access, upload, and manage files directly from any Salesforce object. The platform centralizes the constant stream of documents insurance work generates — loss run reports, risk assessments, client proposals, underwriting presentations, and client correspondence — automatically organizing them and making them instantly searchable, eliminating scattered email attachments and disconnected shared drives.